Details for the Client Level are only visible to users who have been granted access to WrapSheet at that Client level. Those who have been granted access at a Project, Subproject, or Contract level will see the Client in the hierarchy on the left hand menu, but they will not be able to see any information for the Client outside of the name.
There are two document tabs at the Client level: Client Documents and Contract Documents.
- Client Documents: the documents that are associated with the client as a whole. These have been uploaded at the client level and are available here to view and download.
- Contract Documents: these are all the documents associated with all contracts related to all projects and subprojects beneath this client. They are able to be filtered and organized based on their associated project and by company name, and they can also be viewed and downloaded at this location.
Not all documents are visible to WrapSheet users.
Company File documents are not accessible in WrapSheet. Company File documents can be identified by a folder icon next to their name.
Additionally, staff users have the ability to control document visibility through the "Wrapsheet Document Display" section of the AutoRoboto tab. Any files uploaded under document types that have been hidden in this section will not be visible to WrapSheet users.
The Client People tab displays a read-only view of all individuals currently assigned a role for the selected client.
